Assign roles to user

The match roles process often results in new security roles. To access Microsoft Dynamics 365 for Finance and Supply Chain Management, Enterprise edition, users must be assigned to security roles. This procedure guides you to the pages where you can:

• Assign users to roles in several ways.

• Assign roles to users.

The role assignment is validated automatically to verify if it complies with the segregation of duties rules. If enhanced segregation of duties rules are enabled, the role assignment is validated against the enhanced segregation of duties rules.  If dynamic snapshots are enabled, the role assignments are automatically updated in the latest snapshot.              

Steps

1. Click Security management.

2. Sub-task: Assign users to roles.

   1. Click Assign users to roles.

   2. On the Assign users to roles page, you can, for example:

      • Add a rule to automatically assign users to the security role.

      • Manually assign users to the security role.

3. Close the page.

   1. Sub-task: Assign roles to user.

   2. Click Users.

   3. In the list, find and select the desired record.

   4. In the list, click the link in the selected row.

   5. On the Users details page, you can, for example:

      • Assign roles to a user.

      • Remove roles from a user.

4. Close the page.

5. Close the page.

Notes

• If you assign a role to a user, and the assigned role gives access to sensitive data, a notification email is sent based on the configured settings. The email is sent to the relevant user and, if defined, to other users as well.

• If no applicable notification setup exists, no email is sent.